Salesforce/servicemax Administrator Resume
Austin, TX
SUMMARY
- A competent professional with over 6+ years of experience in application Software Designing, Administration and Testing.
- 5+ years of experience with Salesforce customization, Security Access, Workflows and Approval processes, Data Validation, Process builders, Record types, Page layout assignments and Support Administration.
- Over 2+ years of Experience in Servicemax Configuration, SFM transactions, SFM Wizard, Smart Docs, Dispatch Management and Automation of PM Process etc.
- Experience using Servicemax migration tool to migrate Servicemax configuration from one environment to another environment.
- Very good hands on Experience in using Salesforce Lightening and configuring functionality in it.
- Experience in Salesforce Customization, Custom objects, Custom fields, Record Types, Sharing Rules, Workflows, Email templates, Approvals Processes, Validation Rules, Process Builders, Page layouts, Custom Report types etc.
- Provide Training to new users and offer support and training to existing users.
- Ensure data cleanliness and accuracy for future use by using duplicate rules.
- Maintain Salesforce.com user profiles: access privileges, create Users, Generate passwords, Manage Salesforce/Service max licenses, Permission Sets, Public Groups, Queues and Roles.
- Extensive experience in middleware technologies - Client- side Technologies like HTML and CSS.
- Good knowledge of Service Cloud, Sales Cloud and Chatter.
- Very Good hands on Experience to perform deployments between different environments using change sets.
- Experience in querying Salesforce.com database using SOQL & SOSL queries using Force.com Explorer.
- Experience in Deploying Salesforce components from one environment to another using Change sets and thru Eclipse.
- Strong business knowledge in Case management, Opportunity management and Lead management.
- Experience working with Force.com IDE and Salesforce.com Sandbox environments.
- Experience in creating different types of Report types based on the business requirements.
- Working knowledge in generating Reports, Dashboards, customized reports and analyzing the data in Salesforce.
- Experience in managing Excel files using different kinds of formulas.
- Work experience in using different data tools - Apex Data Loader, Excel Connector, Import Wizard, Mass Delete etc.
- Experience in using GIT Hub and Bamboo to perform Automated Deployments.
- Very good understanding in SFDC related technologies such as Apex, Visual force.
- Experience in preparing Test Strategy, creating Test Plans, Test Cases, and Test Reports for manual testing for various business applications.
TECHNICAL SKILLS
Force.com: Apex Custom Controllers and Extension, Classes, Apex triggers, SOQL, SOSL, workflows & Approvals, Reports & Dashboards, Force Pages / Components.
SFDC Tools: Eclipse, Force.com Eclipse IDE Plug-in, Workbench, Salesforce2 Salesforce, Force.com Data Loader, Force.com Platform (Sandbox and Production).
Languages: Apex, Visualforce
Servicemax Tools: Servicemax Migration Tool, Dispatch Console
Methodologies: Agile, Waterfall
Web Technologies: HTML, JavaScript, CSS
PROFESSIONAL EXPERIENCE
Confidential, Austin, TX
Salesforce/Servicemax Administrator
Responsibilities:
- Performs day-to-day administrative and technical activities to support the business users.
- Worked on various standard objects like Accounts, Contacts, Opportunities, and Cases.
- Customized several Validation Rules, Workflow and Approval Processes, Process builders, Apex Triggers, Apex classes to achieve business functionality.
- Performed Automated deployments using Bamboo and GIT Hub.
- Created page layouts, search layouts to organize fields, custom buttons, custom links, related lists, and other components on a record detail and edit pages.
- Configures Servicemax related functions such as SFM transactions, SFM buttons, SFM Wizard, Smart Docs, PM Template, PM Processes, Service Teams and Dispatch Console etc.
- Configures different types of Reports such as Tabular Report, Summary Report, Matrix report based on the business requirements.
- Configure different Dashboards such as Tabular, Chart, Metric and Gauge based on different business requirements.
- Configured Salesforce2Salesforce Integration between two Salesforce Instances.
- Performs Servicemax mobile configuration to make necessary information available for technicians on IPad devices to perform services effectively.
- Develops Apex Classes and Apex Triggers to customize the Application as per business needs.
- Configures system settings and options; plan and execute unit testing, integration testing and user acceptance testing, and Coordinating with business users during the requirements definition process.
Environment: Saleforce.com platform, Servicemax Application, Dispatch Console, Apex Data Loader, Apex Triggers, Reports, Dashboards, Custom Objects, Custom Tabs, Salesforce2Salesforce, Service Cloud, HTML, CSS, Windows.
Confidential, Mclean, VA
Salesforce Administrator
Responsibilities:
- Maintained Users, Profiles and Roles. Created new user accounts and configureSalesforce.com to fit security needs of the user and org-wide defaults.
- Creating custom objects as well as custom fields and built relationships between different objects using Lookup and Master detailed relationships.
- Configured OWD setting and created different Sharing rules to share data with Users based on criteria.
- Created Record types and Page layouts to support different business processes and performed Page layouts assignments based on profiles/record types.
- Created Escalation rules, Assignment rules as per business requirement.
- Customization ofSalesforce.com application to in corporate Case management functionality, ongoing maintenance.
- Created Validation rules, Workflow rules and Approval processes and Process builders.
- Analysis of requirements for Case Management.
- Maintaining the Organization Administration.
- Setting up of Support process for different record types on Cases.
- Web-to-Case functionality implemented on customer portal.
- Deployed components from Source to Target Instance using Change sets.
- Created Report types based on the business requirements and generated different types of Reports and Dashboards.
- Created Email Templates, Sent Emails, updated fields and Created Tasks using Workflow rules and Process builders.
- Performed different DML operations such as Insert, Update, Upsert, Delete and Export using Apex Data Loader.
Environment: Saleforce.com platform, Force.com Sites, Service Cloud, Sales Cloud, Pages, Data Loader, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Email Services, Import Wizard, Security, and Sharing.
Confidential, Silver Spring, MD
Salesforce Administrator/Developer
Responsibilities:
- Worked on various salesforce.com standard objects like Accounts, Contacts, Cases, Leads, Campaigns, Reports and Dashboards.
- Defined Lookup and Master-detail relationships on the objects and created junction objects to establish connectivity among objects.
- Involved in Deployment, deployed all the classes, triggers, objects, components, pages from one environment to another environment.
- Implemented case management automation (on Case Object) to track and solve customer’s issues.
- Implemented Email-to-Case entry and manual case entry for entering customer’s cases in Cases Tab.
- Developed automatic workflows and approval processes for sales opportunities, quote discounts and lead routing.
- Created Custom Profiles, Public Groups and Roles to distribute user rights and functionality.
- Loaded data into SFDC using Data loader and migrated several legacy applications to the Force.com Platform.
- Created user accounts and managed the profiles.
- Worked on role hierarchy & sharing rules to configure visibility.
Environment: SFDC, Visual Force Pages, Data Loader, Force.com, Triggers.
Confidential
Salesforce Administrator/Developer
Responsibilities:
- Daily administration and support of salesforce.com user setup, sharing rules, profiles, security, custom objects.
- Created various fields, Record types, Page Layouts and Workflow rules, customized views, email templates.
- Created various Reports based on the requirement.
- Designed and deployed Custom tabs, validation rules, Approval processes and Auto-response for automating business logics.
- Knowledge transfer of new changes in the modules and features to the users.
- Maintenance beside of new sales force functionality, features and provided that recommendation for process improvement.
- Constructed junction objects and enabled various progressive fields like Validation Rules, Field Dependencies, Custom Formula Fields, Work Flows, and Pick list, Field Updates, Email Generation and Approval Processes for automated alerts.
- Assisted on Record Types, Validation Rules, Triggers and Page Layouts.
- Delivered support for continuing Salesforce.com Maintenance and additional administration services including workflow, approvals and periodic data cleansing.
- Examined the Necessities with Business team and transformed the requirements into full technical necessities.
Environment: Saleforce.com CRM, Force.com platform, Apex Triggers, Chatter, Controllers, Custom Objects, Custom Tabs, Email Services.